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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong understanding of accounting principles and excellent math skills, with the ability to communicate complex financial concepts clearly. Proven ability to maintain customer satisfaction through effective problem-solving and relationship management.
Highest-signal resume keywords
Accounting PrinciplesCustomer Relationship ManagementSuperb Communication SkillsProblem-Solving TechniquesBilingual English/Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Math SkillsBilling Discrepancy ResolutionFinancial Statement ExplanationClient Needs AssessmentAccount Inquiry Experience
Soft Skills
Excellent People SkillsNegotiation SkillsAdaptabilityEngagement MaintenanceClarity in Communication
Tools & Technologies
Microsoft OfficeSalesforce CRMZuora SoftwareBasic Computer ApplicationsEmail Communication
Industry Keywords
Customer SatisfactionAccount BalancesService CancellationsContractual ObligationsCross-Functional Collaboration
About the role
Key responsibilities & impact- Respond to incoming requests related to account balances, invoices, software and service cancellations, and account ownership
- Resolve basic billing discrepancies
- Explain financial statements, billing requirements, and contractual obligations clearly and accurately
- Maintain good customer relations and work effectively with clients to accomplish their practice goals
- Identify and document client needs, problems, and solutions
- Collaborate with team members and cross-functional teams to proactively reach out to at-risk clients
- Independently research and use problem-solving techniques to find solutions to client needs
- Manage efficient and productive inbound and outbound phone and email flow
Requirements
What you’ll need- 1–2 years of experience
- Understanding of accounting principles and excellent math skills
- Excellent people skills, including the ability to engage others, explain difficult concepts, negotiate, and maintain engagement and confidence
- Superb communication skills in all forms
- Bilingual English/Spanish is a plus
- Ability to maintain control over conversations and speak with clarity and confidence
- Ability to identify and assess customers’ needs to achieve a high level of customer satisfaction
- Comfort with basic computer applications, browsers, and email
- Experience with Microsoft Office products and tools
- Ability to adapt to change while maintaining priorities
- Previous experience in an accounting or account inquiry role is nice to have
- Experience with Salesforce CRM is nice to have
- Experience with Zuora software is nice to have
Benefits
Comp & perks- Equal opportunity through inclusive hiring practices
- Continuous learning programs
- Regular equity assessments
- Diversity, Equity, and Inclusion initiatives
- Certified B Corporation social and environmental performance commitment
